PFS Partners, LLC

Position in BAC — Bank Of America Corp /De/

CIK 2002654 MINE HILL, NJ

Position in BAC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,962

+$476 QoQ

Shares Held

+2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#3,581

of 3,595 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PFS Partners, LLC holds $1,067,198 across 6 Banks - Diversified names. BAC ranks #6 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,057	$673,317
2	C	Citigroup Inc	1,341	$187,686
3	BNY	Bank of New York Mellon Corp	1,022	$147,791
4	WFC	Wells Fargo & Company/Mn	486	$40,163
5	SMFG	Sumitomo Mitsui Financial Group, Inc.	648	$15,279
6	BAC	Bank Of America Corp /De/ This page	52	$2,962

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,962	52	+2.0%	Shares	Sole	2026-07-20
2026-03-31	$2,486	51	-34.6%	Shares	Sole	2026-04-09
2025-12-31	$4,290	78	+2.6%	Shares	Sole	2026-01-16
2025-09-30	$3,920	76	-28.3%	Shares	Sole	2025-10-16
2025-06-30	$5,015	106	0.0%	Shares	Sole	2025-07-16
2025-03-31	$4,423	106	+1.0%	Shares	Sole	2025-04-14
2024-12-31	$4,614	105	+1.0%	Shares	Sole	2025-01-27
2024-09-30	$4,126	104	0.0%	Shares	Sole	2024-11-01
2024-06-30	$4,136	104	+1.0%	Shares	Sole	2024-07-25
2024-03-31	$3,905	103	+1.0%	Shares	Sole	2024-04-15
2023-12-31	$3,434	102	0.0%	Shares	Sole	2024-01-29
2023-09-30	$2,792	102	-82.3%	Shares	Sole	2023-12-01
2023-06-30	$16,525	576	+64.6%	Shares	Sole	2023-12-01
2023-03-31	$10,010	350	—	Shares	Sole	2023-12-01
No filing history on record for this holder in this stock.